DataForge offers a pre-built connector for Salesforce. Before data can be ingested from Salesforce, users need to configure a source connection to provide authorization credentials. As part of the setup process, users must create a Connected App in Salesforce first to obtain authorization credentials. See the Connected App Salesforce documentation for more information and instructions to set this up. Use the OAuth 2.0 method to interact with DataForge.
Selecting the Salesforce API
Create a new connection from the Connections page using the New + button.
Provide the new connection with a name and description. It is recommended to include the name "Salesforce" or an acronym in the Connection name to make it easily distinguishable.
Select the following options for the connection:
- Connection Direction: Source
- Connection Type: API
- Uses Agent: No
- Application: Salesforce
Continue to select the appropriate OAuth Flow options and provide credentials.
Authentication Methods
After making an OAuth flow selection, mandatory settings are presented to fill out.
Client Credentials
Fill in the following fields:
- Consumer Key: identifies the customer to Salesforce
- Consumer Secret: establishes the ownership of the consumer key
For more information, please refer to the Salesforce Consumer Key and Secret documentation.
JWT Bearer
Fill in the following fields:
- Consumer Key: identifies the customer to Salesforce
- Username: username/email address of the user authenticating the connection
- Private Key: used to sign certificate within Salesforce
For more information, please refer to the Salesforce documentation for Consumer Key and instructions for creating a Private Key.
Username-Password
- Consumer Key: identifies the customer to Salesforce
- Consumer Secret: establishes the ownership of the consumer key
- User Name: username/email address of the user authenticating the connection
- Password: password of the user authenticating the connection
For more information, please refer to the Salesforce Consumer Key and Secret documentation.
Connection Parameters
Fill in the following parameters:
Login URL: identifies the Salesforce instance URL to connect to. Format of login url should be https://<MyDomain>.my.salesforce.com. For more information on My Domain, visit the Salesforce documentation.
API Version: identifies the version of the Salesforce API to use
JWT Timeout (only available for JWT Bearer authentication): Identifies how long the timeout should be for the JWT Bearer token to be valid
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